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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ALLO holding history

Allogene Therapeutics, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALLO overviewAll 13F holders of ALLOFull Q2 2026 holdings

Shares (Q2 2026)
426,437
Value
$887.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of ALLO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026426,437$887.0K<0.1%+61,628+16.9%AddedHolders
Q1 2026364,809$890.1K<0.1%+91,425+33.4%AddedHolders
Q4 2025273,384$374.5K<0.1%+219,754+409.8%AddedHolders
Q3 202553,630$66.5K<0.1%−13,114−19.6%ReducedHolders
Q2 202566,744$75.4K<0.1%−30,312−31.2%ReducedHolders
Q1 202597,056$141.7K<0.1%+43,511+81.3%AddedHolders
Q4 202453,545$114.1K<0.1%−7,851−12.8%ReducedHolders
Q3 202461,396$171.9K<0.1%+31,984+108.7%AddedHolders
Q2 202429,412$68.5K<0.1%−1,910−6.1%ReducedHolders
Q1 202431,322$140.0K<0.1%+3,012+10.6%AddedHolders
Q4 202328,310$90.9K<0.1%−5,291−15.7%ReducedHolders
Q3 202333,601$106.5K<0.1%+33,601NewHolders
Q2 20230$00.0%−27,000−100.0%Sold outHolders
Q1 202327,000$133.4K<0.1%−3,818−12.4%ReducedHolders
Q4 202230,818$193.8K<0.1%+93+0.3%AddedHolders
Q3 202230,725$332.0K<0.1%+120.0%AddedHolders
Q2 202230,713$350.0K<0.1%+5,113+20.0%AddedHolders
Q1 202225,600$233.0K<0.1%−66−0.3%ReducedHolders
Q4 202125,666$383.0K<0.1%+66+0.3%AddedHolders
Q3 202125,600$658.0K<0.1%00.0%UnchangedHolders
Q2 202125,600$668.0K<0.1%+249+1.0%AddedHolders
Q1 202125,351$895.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.